See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,600 |
PREISZ ASSOCIATES2 years Service code 26 · EIN 93-1297546 | Advisory (Participants) | $8,149 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,828 | $79,171-80.0% | $102,423-84.5% | $74,495-78.8% |
| Participation rate | 98.4% | 74.8%+23.6pp | 76.5%+21.9pp | 67.2%+31.2pp |
| Annual return | 16.19% | 54.93%-38.7pp | 29.32%-13.1pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,030 | $2,362-14.1% | $3,023-32.8% | $2,623-22.6% |
| Participant deferral / active EE | $2,216 | $4,415-49.8% | $5,053-56.1% | $4,346-49.0% |
| Admin fee / account holder | $97 | $2,001-95.2% | $9,451-99.0% | $1,942-95.0% |